Horan Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Horan Capital Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-95	Closed	-$12K	–	247
2019 Q4	$12K	Sell	95 -39	-29%	-$4.72K	0.01%	220
2019 Q3	$16K	Buy	+134	New	+$15.8K	0.01%	213
2019 Q2	–	Sell	-39	Closed	-$4K	–	235
2019 Q1	$4K	Buy	+39	New	+$4.11K	﹤0.01%	238
2017 Q4	–	Sell	-297	Closed	-$28K	–	265
2017 Q3	$28K	Buy	+297	New	+$27.7K	0.02%	193

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Horan Capital Advisors's VIG Position: Q1 2020 in Review

Horan Capital Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2020, closing a stake of 95 shares — an estimated $12K sold.

Horan Capital Advisors first reported a position in VIG in Q3 2017 and held it in 4 quarters. The position peaked at $28K in Q3 2017. 1,161 funds tracked by Wall St. Rank hold VIG as of Q1 2020.

Horan Capital Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2020 after selling out during the quarter.
Horan Capital Advisors sold 95 Vanguard Dividend Appreciation ETF shares in Q1 2020, an estimated $12K.
Horan Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and held it in 4 quarters.
Horan Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $28K in Q3 2017.
1,161 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2020.

Based on Horan Capital Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.